Aegon Ltd.
AEG- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0000769218
No open-market purchases or sales by Aegon Ltd. insiders were filed in the last 90 days; 310 institutions reported holding it in 13F filings for Q2 2026, worth $1.03B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Aegon Ltd. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 215
- +36 vs. Q3 2023
- Shares held
- 181.7M
- −1.82M (−1.0%) vs. Q3 2023
- Total value
- $1.05B
- +$165.6M (+18.8%) vs. Q3 2023
- New holders
- 55
- 53 more added
- Sold out
- 19
- 55 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 310 | $1.03B |
| Q1 2026 | 291 | $940.2M |
| Q4 2025 | 300 | $1.24B |
| Q3 2025 | 281 | $1.50B |
| Q2 2025 | 267 | $1.44B |
| Q1 2025 | 256 | $1.26B |
| Q4 2024 | 254 | $1.06B |
| Q3 2024 | 237 | $1.13B |
| Q2 2024 | 235 | $1.07B |
| Q1 2024 | 220 | $1.06B |
| Q4 2023 | 215 | $1.05B |
| Q3 2023 | 181 | $881.4M |
| Q2 2023 | 206 | $970.7M |
| Q1 2023 | 229 | $843.3M |
| Q4 2022 | 228 | $998.4M |
| Q3 2022 | 215 | $792.7M |
| Q2 2022 | 216 | $884.7M |
| Q1 2022 | 206 | $1.07B |
| Q4 2021 | 195 | $814.4M |
| Q3 2021 | 186 | $809.5M |
| Q2 2021 | 189 | $641.5M |
| Q1 2021 | 179 | $767.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Europe (London) LLP | 714,949 | $4.12M | 0.52% | +714,949 | New |
| American Century Companies Inc | 732,270 | $4.22M | 0.00% | +22,126+3.1% | Added |
| Northern Trust Corp | 760,002 | $4.38M | 0.00% | +3,162+0.4% | Added |
| Summit Global Investments | 1,035,242 | $5.96M | 0.39% | 00.0% | Unchanged |
| Private Management Group Inc | 1,480,267 | $8.53M | 0.33% | −2,251,862−60.3% | Reduced |
| Grace & White Inc | 1,646,899 | $9.49M | 1.66% | −35,354−2.1% | Reduced |
| Brandes Investment Partners, LP | 1,922,545 | $11.1M | 0.17% | +601,003+45.5% | Added |
| Optiver Holding B.V. | 2,340,559 | $13.5M | 0.40% | −775,948−24.9% | Reduced |
| Goldman Sachs Group Inc | 4,140,423 | $23.8M | 0.01% | +389,582+10.4% | Added |
| Dimensional Fund Advisors LP | 4,507,076 | $26.0M | 0.01% | +4,507,076 | New |
| BlackRock Inc. | 5,093,997 | $29.3M | 0.00% | +52,912+1.0% | Added |
| Morgan Stanley | 6,253,839 | $36.0M | 0.00% | −84,798−1.3% | Reduced |
| Wellington Management Group LLP | 13,476,076 | $77.6M | 0.01% | −1,904,479−12.4% | Reduced |
| Dodge & Cox | 124,975,717 | $719.9M | 0.46% | −560,100−0.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | – | – | +3 | New |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,567,313−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −145,910−100.0% | Sold out |
| OLIO Financial Planning | 0 | $0 | 0.00% | −84,149−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −33,712−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,486−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −15,417−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −15,252−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Henry James International Management, Inc. | 0 | $0 | 0.00% | −14,165−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −13,326−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −11,935−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,484−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −8,718−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |